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We help individuals and families work toward achieving their ideal retirements.

Make It Last – Ep 196 – The Ol’ 60/40 Rule

October 1, 2022

Listen Here! What’s going on with inflation, interest rates, and the markets? Listen to this week’s episode of Make It Last to get the latest updates on todays economy.  Stocks…

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Make It Last – Ep 195 – Third Times a Charm?

September 24, 2022

Listen Here! Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for…

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Make It Last – Ep 194 – Small Talk for Small Business Owners

September 17, 2022

Listen Here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch…

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Make It Last – Ep 193 – The Art of Decluttering

September 10, 2022

Listen here! This week on Make It Last, we’ll be talking about growth & safety.  The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares…

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Five Fact Friday – September 9, 2022

September 9, 2022

https://youtu.be/RxzDzbn9dFE This week on Five Fact Friday, we’ll be heading back to Top Gun as we watch a USA Today reporter take part in a training flight! Watch to find…

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Make It Last – Ep 192 – Are You Smarter Than a Financial Advisor?

September 3, 2022

Listen Here! Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can…

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Make It Last – Ep 191 – The Upside of a Downturn

August 27, 2022

Listen Here! This week on Make It Last, Victor & Mark will be talking about two major opportunities that can happen for retirement planning during a market downturn. Victor will…

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Five Fact Friday – August 26, 2022

August 26, 2022

https://youtu.be/FDbwhpJ_s24 Do you know what a durable power of attorney agreement is? Well you should! Watch to learn more about protecting your nest egg from exploitation. Make the most of…

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Make It Last – Ep 190 – Stretch Your IRA

August 18, 2022

Listen Here! In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad…

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Make It Last – Ep 189 – We Need to Talk…

August 13, 2022

Listen Here! This week on Make It Last, get Victor’s take on the Fed’s most recent interest rate hike. Victor will also give you his top tips for starting a…

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Make It Last – Ep 188 – The Secret to Financial Success

August 6, 2022

Listen Here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. They’ll…

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Make It Last – Ep 187 – Finance & Street Smarts

July 30, 2022

Listen Here! This week on Make It Last, Victor and Mark will be talking about baby-boomers and how the current market fluctuations are affecting them.  They’ll also be talking about…

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